Retirement Plan Jobs in Lake Oswego, OR

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Looking for Retirement Plan jobs in Lake Oswego, OR? Browse our curated listings with transparent salary information to find the perfect Retirement Plan position in the Lake Oswego, OR area.

Customer Experience Specialist

Company: TaxBit

Location: Salt Lake City, UT

Posted Mar 04, 2024

TaxBit, founded in 2018 by CPAs, tax attorneys, and software developers, is a leading provider of Software-as-a-Service (SaaS) platforms for digital asset tax reporting and accounting. Trusted by major enterprises, Big 4 accounting firms, and government agencies, TaxBit is expanding its team with a Customer Experience Specialist role. The role involves delivering excellent customer support, resolving basic troubleshooting, and identifying customer needs. The company offers competitive compensation, equity, and benefits, including a modern 401(k) plan and a hybrid working model. TaxBit has received recognition from Forbes, Deloitte, and NASDAQ, and has formed alliances with major firms like EY, KPMG, and Deloitte.

Systems Integrator

Company: Convergence Networks

Location: Portland, OR

Posted Mar 02, 2024

The Systems Integrators are responsible for the timely completion of all project work, including installation and configuration of servers, developing and maintaining procedures, and providing technical design recommendations. They work closely with various teams and are expected to practice empathy, patience, and compassion. The role requires solid experience with Windows and Mac OS, knowledge of mail flow troubleshooting, and experience with VPN remote implementation. The ideal candidate should have excellent communication skills, be a self-starter, and have a strong sense of initiative and ownership over work.

Sales Account Executive 1 (Hybrid, Utah)

Company: Deseret Digital Media, Inc.

Location: Salt Lake City, UT

Posted Mar 03, 2024

Deseret Digital Media, the company behind KSL.com, is seeking an Account Executive for its KSL Classifieds team. The role involves employing a data-driven approach to cultivate relationships with SMBs, managing the sales cycle, and exceeding sales quotas. The company offers a hybrid work model, competitive wages, and benefits including flexible PTO, exceptional insurance, and a 401(k) plan. DDM values work-life balance, diversity, and ethical behavior.

Manager Project Management *Remote*

Company: Providence Health & Services

Location: Portland, OR

Posted Mar 02, 2024

Providence Strategic And Management Services is seeking a Project Management Professional for a remote role. The manager will lead and coordinate various system initiatives and projects, providing strategic project management leadership. The ideal candidate will have a Bachelor's Degree in Health Administration or Business Administration, PMP certification, and 6 years of project management experience. Providence values its caregivers, offering a culture of patient-focused, whole-person care with competitive benefits. The organization is committed to diversity and inclusion, fostering an environment where everyone is essential, heard, and respected.

AEC Account Executive 1 - West

Company: Egnyte

Location: Salt Lake City, UT

Posted Mar 04, 2024

Egnyte is a company that values its employees and offers a range of benefits and perks. The job description for the Account Executive 1 - AEC role highlights the company's commitment to diversity, equity, and inclusion. The job requires experience in B2B SaaS sales and a track record of overachievement.

Director, Accounting

Company: XPO

Location: Portland, OR

Posted Mar 05, 2024

XPO Logistics is seeking a Director of Accounting with CPA certification and 7 years of relevant experience. The role involves managing a team, performing month-end close activities, preparing journal entries, conducting account analysis, ensuring SOX compliance, and leading process documentation. XPO offers competitive compensation, benefits, and opportunities for growth. The ideal candidate will have public accounting experience and familiarity with systems like Oracle, HFM, Blackline, Coupa, and Close Manager. XPO is an Equal Opportunity employer.

Ruby Developer

Company: Cast Iron Coding

Location: Portland, OR

Posted Mar 05, 2024

Cast Iron Coding, a web development firm based in Portland, Oregon, is seeking a Backend Developer with at least three years of experience in Ruby on Rails. The firm, founded in 2005, is a team of 14 professionals who work on projects for universities, state governments, arts institutions, foundations, and other non-profits. They value quality, ethical design, user-centric solutions, and work-life balance. The ideal candidate will collaborate with the frontend team, write unit and integration tests, and contribute to new development on current and future projects. The firm offers a respectful, transparent, and humanist management style, and is entering a growth period with plans to hire talented individuals.

Legal Counsel

Company: Zions Bancorporation

Location: Salt Lake City, UT

Posted Mar 04, 2024

Zions Bancorporation is seeking a Transactional Attorney (Legal Counsel) to support its commercial and retail lending operations and Corporate Trust department. The ideal candidate will have experience as in-house counsel at a financial institution or representing financial institutions as outside counsel. The role involves rendering legal advice, reviewing and drafting loan documentation, and supporting the Corporate Trust department with legal advice and services for all phases of Corporate Trust transactions. The successful candidate will have a JD from an ABA accredited law school, an active license to practice law in Utah, Arizona, Idaho, Nevada, California, Washington, Oregon or Texas, and 2+ years of related experience. The position offers a competitive compensation package, including medical, dental, vision insurance, life and disability insurance, paid parental leave, a 401(k) plan with company match, and tuition reimbursement.

Dynamics 365 Product Manager

Company: Cook Solutions Group

Location: Portland, OR

Posted Mar 05, 2024

Cook Solutions Group, a recognized 100 Best Companies to Work for, is seeking a Full-Time D365 Product Manager. The role involves overseeing D365 changes, enhancing customer experience, and serving as a Subject Matter Expert. Key responsibilities include roadmap development, project prioritization, change management, and stakeholder engagement. The ideal candidate should have a Bachelor's degree or equivalent experience, 2+ years in D365 Finance, and 5+ years in Dynamics AX 2012. Benefits include competitive salaries, comprehensive health insurance, 401(k) match, Paid Time Off, and more. CSG fosters a casual, upbeat environment, encouraging work-life balance and community involvement.

Data Analyst

Company: TaxBit

Location: Salt Lake City, UT

Posted Mar 02, 2024

TaxBit, founded in 2018 by CPAs, tax attorneys, and software developers, offers a SaaS platform for digital asset tax reporting and accounting. Trusted by leading enterprises, Big 4 accounting firms, and government agencies, TaxBit is expanding its team with a data and implementations analyst role. The ideal candidate will work closely with SME, engineering, and product management teams, handling complex transactional data, and ensuring accurate client solutions. The role requires strong analytical skills, proficiency in Excel, SQL, VBA, and Python, and a do-whatever-it-takes mentality.

Senior Mobile Engineering Manager

Company: Traeger Pellet Grills

Location: Salt Lake City, UT

Posted Mar 06, 2024

Traeger, a pioneer in wood pellet grills, is seeking a Senior Mobile Engineering Manager with extensive experience in iOS and Android mobile architectures. The role involves leading mobile development and architecture planning, contributing to app development in SwiftUI or Kotlin, and advocating for mobile test automation and continuous integration best practices. The ideal candidate should have expert-level skills in SwiftUI for iOS and Kotlin for Android, and experience in API/Services requirements definition, indirect management of mobile QA resources, UI Test Automation, Integration Testing, Unit Testing & Mocking, Build Automation & Continuous Integration, and Vendor Management. The position offers a competitive package including full medical/dental/vision, 401K, tuition reimbursement, professional development programs, and great discounts on Traeger products.

Sales Development Representative

Company: Trimble Inc.

Location: Portland, OR

Posted Mar 02, 2024

<p><b><b>Your Title Sales Development Representative<b><b> <p> <p><b><b>Job Location <b>Portland Oregon<b> <p> <p><b><b>Our Department <b>Trimble Viewpoint<b> <p> <p><b>This posting allows you to express interest in a future opening in this area Trimble People Experience staff will contact you with an invitation to interview as upcoming job postings become available <b> <p> <p><b>Do you have a competitive streak and a drive for success <b> <p> <p><b>Do you want to work with pioneering new technology in a company that is outperforming its competitors <b> <p> <p><b><b>What You Will Do<b><b> <p> <p><b>Trimble Viewpoint is looking for a Sales Development Representative to play a key role in creating and developing opportunities for new business by generating qualified leads for the Trimble Viewpoint software sales team In this role you will <b> <p> <ul><li><b>Create new market development opportunities through targeted calling into midrange to large construction firms to develop interest in our software tools<b><li> <li><b>Generate interest and drive revenue production by making outbound sales inquiries and responding to inbound prospects<b><li> <li><b>Update the CRM database based on each contact in order to provide visibility to market development opportunities in your assigned territory <b><li> <ul><p><b><b>What Skills amp Experience You Should Bring<b><b> <p> <ul><li><b>Bachelors degree or 13 years of professional experience<b><li> <li><b>Excellent verbal and written communication skills <b><li> <li><b>Ability to assess business opportunities based on predetermined criteria in order to align opportunities with sales<b><li> <li><b>Willingness to stay knowledgeable about current industry trends and topics in order to engage with prospective customers in an impactful way <b><li> <li><b>Proficiency in Microsoft Windows server and workstation and Google Suite applications<b><li> <ul><p><b><b>About Our Division<b><b> <p> <p><b>Trimble is an industrial technology company transforming the way the world works by delivering solutions that enable our customers to thrive As one of Trimbles core business divisions Trimble Viewpoint provides technology solutions that make it easier than ever for construction customers to accelerate project processes and team productivity through each stage of construction ensuring everyone is on the same page whether or not theyre in the same place <b> <p> <p><b><b>Trimbles Inclusiveness Commitment<b><b> <p> <p><b>We believe in celebrating our differences That is why our diversity is our strength To us that means actively participating in opportunities to be inclusive Diversity Equity and Inclusion have guided our current success while also moving our desire to improve We actively seek to add members to our community who represent our customers and the places we live and work<b> <p> <p><b>We have programs in place to make sure our people are seen heard and welcomed and most importantly that they know they belong no matter who they are or where they are coming from<b> <p> <p><b>Trimbles Privacy Policy<b> <p> <p><strong><b>Pay Equity<b><strong> <p> <p>Trimble provides the following compensation range and general description of other compensation and benefits that it in good faith believes it might pay andor offer for this position This compensation range is based on a full time schedule Trimble reserves the right to ultimately pay more or less than the posted range and offer additional benefits and other compensation depending on circumstances not related to an applicants sex or other status protected by local state or federal law <p> <p><b>Bonus Eligible<b> <p> <p>No <p> <p>Trimble offers comprehensive core benefits that include Medical Dental Vision Life Disability Time off plans and retirement plans Most of our businesses also offer tax savings plans for health dependent care and commuter expenses as well as Paid Parental Leave and Employee Stock Purchase Plan <p> <p>Trimble is proud to be an equal opportunity employer We welcome and embrace our <p> <p>candidates diversity and take affirmative action to employ and advance individuals <p> <p>without regard to race color sex gender identity or expression sexual orientation <p> <p>religion age physical or mental disability veteran status pregnancy including <p> <p>childbirth or related medical conditions national origin marital status genetic <p> <p>information and all other legally protected characteristics We forbid discrimination and <p> <p>harassment in the workplace based on any protected status or characteristic A criminal <p> <p>history is not an automatic bar to employment with the Company and we consider <p> <p>qualified applicants consistent with applicable federal state and local law <p> <p>The Company is also committed to providing reasonable accommodations for <p> <p>individuals with disabilities and individuals with sincerely held religious beliefs in our job <p> <p>application procedures If you need assistance or an accommodation for your job contact <p> <p>AskPXpxtrimblecom<p>

Frequently Asked Questions

What are typical salary ranges by seniority for Retirement Plan roles?
Entry‑level Analyst: $55,000–$70,000; Mid‑level Manager: $80,000–$100,000; Senior Director: $120,000–$150,000; C-suite Executive: $180,000+ depending on firm size.
Which skills and certifications are essential in Retirement Plan careers?
Core skills: ERISA knowledge, fiduciary duty, data analysis, Excel, SQL, and plan software (e.g., Fidelity, Vanguard). Certifications: PTC (Plan and Trust Compliance), CFP (Certified Financial Planner), and Actuarial credentials (Associate or Fellow).
Is remote work available for Retirement Plan positions?
Yes—many firms offer hybrid or fully remote roles, especially for analysts and compliance staff, as plan data can be accessed securely via VPN and cloud platforms.
What career progression paths exist within Retirement Plan?
Typical trajectory: Analyst → Senior Analyst → Manager → Senior Manager → Director of Retirement Solutions → VP of Benefits. Each step adds fiduciary responsibility, client portfolio management, and strategic planning.
What industry trends are shaping Retirement Plan careers?
Key trends include fintech integration for automated plan management, ESG‑aligned investment options, increased regulatory scrutiny (e.g., SEC 2025 updates), and higher demand for data‑driven plan optimization.

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